Association Management

For over 25 years SGI has served as a valued partner, trusted to manage key trade groups and councils that serve the investment management industry. Our reach extends beyond the traditional roles of administrative and fiduciary management to include programs that represent and market the industry to public audiences. We operate data-driven education websites, oversee national media relations, conduct public awareness campaigns, manage secondary marketing programs, and facilitate member and advisor events across the country and much more.

As the management company for CEFA, SGI pioneered a secondary marketing program for the industry that includes elements such as a content marketing program and continuing education events for registered advisors.

Among the many roles we fulfill for the MFEA is the operation of an investor education website and the development of agendas for numerous summits, conferences and roundtables that focus on innovation and best practices.